Better Proposals + ClickUp
Create tasks in ClickUp for new proposals in Better Proposals
When a new proposal is created in Better Proposals, immediately transform this into an actionable task in ClickUp. This automation ensures you stay on track and follow up on all important proposals without the hassle of manual entries. Make your proposal management process efficient and error-free while maximizing your productivity.
When a new proposal is created in Better Proposals, immediately transform this into an actionable task in ClickUp. This automation ensures you stay on track and follow up on all important proposals without the hassle of manual entries. Make your proposal management process efficient and error-free while maximizing your productivity.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspaceRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
WorkspaceRequired
Try It
